We recently migrated to HubSpot from another CRM. We have an internal event coming up and would like our staff to fill out a form to update their information. In previous years, we would send out a link to our staff and include a checksum token that Lire la suite

Good Afternoon, I need to create a form for my sales reps, of pertinent info needed to enter a new company/contact, or I am going to be buried with post-it's & business cards! lol Does anyone already have a template they'd like to share? Or, Lire la suite

Hello everyone, I've set up a sales pipeline in HubSpot with the following deal stages: Form Submitted, Appointment Scheduled, Qualified to Buy, Closed & Won, Closed & Lost. My objective is to automate the movement of deals through these Lire la suite

When we send a Form Link to a customer, and the customer completes and submits that form, is there a way to have that form attach to the company record as an attachment?

Hey everyone! I am new to this community, so please let me know if there is a better channel to ask this question. I am wondering if anyone knows how to create a custom quote within HubSpot? Thank you

I am debating using HubSpot Conversations Inbox for all Website Sales related Form Submissions, Website Sales related Chats, Sales related Inbound Emails to various Sales alias / Google groups and / or Google shared inboxes "Channels" So anythin Lire la suite

HubSpot Forms are a valuable tool to collect new leads and grow your business. There are many ways to analyze form submission data to evaluate the performance of your lead capture. That said, some users seek more advanced date-based reporting Lire la suite

Hello, i been creating a form and i d like to manage the consent of the datas. I saw is possible to add a mandatory field to accept the policy, i can't manage to add more fields. I see the option for add another checkbox but i cant click the lin Lire la suite

We're running into instances where a prospect / lead will fill out a form and sucessfully create an Activity in Hubspot. We have the Salesforce integration set to automatically create a Task in Salesforce. We're finding that some of these form s Lire la suite

Hello all! I apologize in advance if this isn't in the correct space but I am struggling and hoping the community can help. We have forms that work right 90% of the time, however, the 10% is throwing me for a loop. When a customer is submi Lire la suite

Is there a way to retain utm info on HS form for some time (eg 30 mins or so)? I have a lot of utm info getting dropped off between HS --> SF.

We have forms on our website that visitors can fill out if they want to get directly in touch with our sales team. When the form is submitted, the contact is reassigned across our sales team and they are then responsible for reaching out to the cont Lire la suite